Orgel Wealth Management, LLC's ownership history for SPY

Orgel Wealth Management, LLC currently holds 6.3K shares with a market value of $4.1M. It started holding SPY on 2024-09-30. At its peak, it held 6.7K shares on 2025-06-30. Its highest holding value was $4.3M on 2025-12-31. At its lowest, it held 6.2K shares on 2024-12-31, with a value of $3.6M on 2024-09-30. In the recent 180 days, Orgel Wealth Management, LLC has decreased its shares by 21. In the recent year, Orgel Wealth Management, LLC has decreased its shares by 319.